Case Study: Helsana increases transparency and profitability with valantic's portfolio management cockpit

A Valantic Case Study

Preview of the Helsana Case Study

Helsana improves portfolio management with Valantic, serving 200+ users

Helsana, a leading Swiss health and accident insurer, faced a challenge in managing the profitability of its corporate business portfolio and lacked transparency across customer segments. To address this, Helsana partnered with vendor valantic to design and implement a new data-based control cockpit using MicroStrategy.

valantic developed an intuitive control cockpit that provides centralized, real-time access to key performance data for over 200 specialist users. The solution consolidated over 16 million data records, offering dashboards with different granularities for department-specific evaluations. This single source of truth enabled Helsana to increase transparency, profitability, and customer satisfaction by allowing for more agile and purposeful portfolio management.


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